O’Farrell Financial, located in Kemptville, ON, provides financial and estate planning services to help clients meet their goals, whether they’re planning their estate, purchasing a home, or planning for retirement. When O’Farrell Financial was growing at a rapid rate, they knew they moved beyond their previous IT person’s 2-4 hours of support and troubleshooting; and ultimately, it was time to find an IT support company to handle their evolving IT needs.

In the financial services industry, financial service firms must leverage reliable and secure information technology to keep track of client information, streamline day-to-day operations, and ultimately, serve their clients effectively.

The Situation: A Growing Financial Services Firm That Needed More Than a Part Time IT Person Could Offer

Prior to working with OnServe, O’Farrell Financial was working with a part time IT person who handled their IT operations, however, as their company grew from a small, one office business to a larger business with 3 offices, they knew they needed a higher level of expertise and support.

Graham Pincott, Controller & Partner at O’Farrell Financial, explained, “When I joined the company four years ago, we had one office, and everyone was running Windows 98, it was something I could manage. In 2013, when we had 2 offices and were expanding to a third office, we were changing all of our hardware and software, and I couldn’t quite manage it anymore.”

He continued, “We had an IT person troubleshooting 2-4 hours a month, but we needed more than that. We needed someone to take over our entire IT operations and troubleshoot issues, so we turned to OnServe!”

In addition to their rapidly growing IT needs, O’Farrell Financial was having trouble with out-of-date, antiquated equipment, connectivity issues at their remote sites, and a lack of long-term plans/goals for their network.

After sitting down with the team at OnServe, O’Farrell Financial quickly realized they were making a good choice. As Graham said, “I sat down a few times with their sales team and one of their IT people, they made it clear that they could manage our whole IT system remotely and that’s what I needed – someone I could turn to when something wasn’t working and they’d fix it.”

O’Farrell Financial now benefits from updated equipment and managed IT services, including but not limited to:

Unlimited help desk support to address their IT-related questions, concerns, and issues in a timely manner.

Data backup to keep their data safeguarded, backed up, and recoverable in the event of a disaster.

A disaster recovery plan to help them continue operations with minimal disruption or downtime, no matter what comes their way.

Graham expressed his appreciation for the robust backup solution, “When I took over here, the backup was in place but it was manual, and no one was doing it! I took that over and ran it until OnServe put something much more robust in place. It’s by far leaps and bounds ahead of what we had before!”

Plus, O’Farrell Financial is able to focus on their clients, instead of their information systems, as a result of responsive IT support to handle issues as they arise. Graham offered some insight, “I’d definitely recommend them. They have a dedicated rep that’s reachable and ready to come onsite to figure out the problem.”

He continued, “Their support team has greatly improved – they know their clients and what’s important and needs to be dealt with right away. Since the relationship between us has evolved, we’ve seen their knowledge of our needs get stronger!”

Social Media

Don't neglect your technology solutions

OnServe is an IT Support and Computer Services company based in Kingston and Brockville Ontario. We provide services across Ontario. Cities we serve include Ottawa, Cornwall, Napanee, Belleville, Toronto, Oshawa, Mississauga, Oakville, Hamilton and the Niagara Region. We know what businesses need in order to run highly-effective organizations. Technology is a critical ingredient in your recipe for success.